Rothschild Investment LLC Incresed Positions in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ENS
Ener Sys

Industrials
807
+ 2690.0%
$86.09 - $112.96 $69.5K - $91.2K
837 $94.5M
TXT
Textron Inc

Industrials
1.08K
+ 595.03%
$77.02 - $87.21 $83K - $93.9K
1.26K $106M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.19K
+ 37.08%
$48.04 - $60.86 $57.1K - $72.3K
4.39K $255M
HUN
Huntsman Corp

Basic Materials
9.82K
+ 15101.54%
$8.87 - $12.07 $87.1K - $118K
9.88K $88.7M
UBS
Ubs Group Ag

Financial Services
1.55K
+ 45.48%
$33.77 - $42.38 $52.3K - $65.6K
4.95K $203M
SONY
Sony Group Corp

Technology
2.4K
+ 37.1%
$23.92 - $30.07 $57.4K - $72.1K
8.87K $255M
K
Kellogg CO

Consumer Defensive
713
+ 6.29%
$76.96 - $82.02 $54.9K - $58.5K
12K $988M
NTRS
Northern Trust Corp

Financial Services
304
+ 5.47%
$123.6 - $134.6 $37.6K - $40.9K
5.86K $788M
FITB
Fifth Third Bancorp

Financial Services
114
+ 0.5%
$40.91 - $46.28 $4.66K - $5.28K
22.8K $1.02B
PAA
Plains All American Pipeline LP

Energy
5.65K
+ 47.28%
$16.88 - $18.93 $95.4K - $107K
17.6K $300M
Capital Group Core Balanced ETF
2K
+ 26.25%
N/A
9.62K $334M
MAN
Manpower Group Inc.

Industrials
2.1K
+ 647.08%
$37.33 - $45.7 $78.5K - $96.1K
2.43K $92M
FCX
Freeport Mcmoran Inc

Basic Materials
5.09K
+ 17.37%
$35.34 - $47.21 $180K - $240K
34.4K $1.35B
EW
Edwards Lifesciences Corp

Healthcare
1.07K
+ 8.09%
$73.75 - $81.83 $78.5K - $87.1K
14.2K $1.11B
CGUS
Capital Group Core Equity ETF
750
+ 4.13%
$36.89 - $39.72 $27.7K - $29.8K
18.9K $747M
Vanguard Short Term Tax Exempt Bond ETF
750
+ 150.0%
N/A
1.25K $127M
PPC
Pilgrims Pride Corp

Consumer Defensive
1.87K
+ 186700.0%
$40.22 - $50.41 $75.1K - $94.1K
1.87K $76.1M
IVE
Ishares S&P 500 Value ETF

ETFs
19
+ 0.29%
$194.44 - $206.51 $3.69K - $3.92K
6.51K $1.35B
LECO
Lincoln Electric Holdings Inc

Industrials
316
+ 3950.0%
$210.22 - $247.76 $66.4K - $78.3K
324 $76.4M
STRL
Sterling Construction CO Inc

Industrials
150
+ 73.53%
$222.54 - $371.84 $33.4K - $55.8K
354 $120M
WBS
Webster Financial Corp

Financial Services
1.19K
+ 3970.0%
$55.19 - $62.92 $65.7K - $74.9K
1.22K $72.6M
PSTG
Pure Storage, Inc.

Technology
838
+ 27933.33%
$54.47 - $88.29 $45.6K - $74K
841 $70.5M
DASH
Door Dash, Inc.

Communication Services
211
+ 45.47%
$234.5 - $272.5 $49.5K - $57.5K
675 $184M
Crane Company Common Stock
376
+ 6266.67%
N/A
382 $70.3M
TOL
Toll Brothers, Inc.

Consumer Cyclical
459
+ 215.49%
$113.78 - $148.0 $52.2K - $67.9K
672 $92.8M
TDC
Teradata Corp

Technology
3.11K
+ 15525.0%
$20.11 - $23.21 $62.4K - $72.1K
3.13K $67.2M
HLI
Houlihan Lokey, Inc.

Financial Services
324
+ 32400.0%
$181.55 - $209.19 $58.8K - $67.8K
325 $66.7M
ENVX
Enovix Corp

Industrials
8.96K
+ 14.02%
$8.0 - $15.93 $71.7K - $143K
72.9K $726M
CSX
Csx Corp

Industrials
1.38K
+ 23.59%
$32.05 - $36.52 $44.1K - $50.2K
7.2K $256M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
875
+ 1590.91%
N/A
930 $68.7M
PTLO
Portillo'S Inc.

Consumer Cyclical
10K
+ 13373.33%
$6.06 - $12.32 $60.8K - $124K
10.1K $65.2M
HAL
Halliburton CO

Energy
770
+ 7.17%
$20.5 - $25.11 $15.8K - $19.3K
11.5K $283M
HSBC
Hsbc Holdings PLC

Financial Services
780
+ 95.82%
$60.27 - $70.98 $47K - $55.4K
1.59K $113M
WELL
Welltower Inc.

Real Estate
157
+ 10.75%
$150.71 - $178.14 $23.7K - $28K
1.62K $288M
GMAB
Genmab A/S

Healthcare
1.79K
+ 240.21%
$20.3 - $30.67 $36.4K - $55K
2.54K $77.8M
VICI
Vici Properties Inc.

Real Estate
1.91K
+ 94.6%
$31.43 - $33.93 $60K - $64.8K
3.93K $128M
EMR
Emerson Electric CO

Industrials
1.08K
+ 2.88%
$128.6 - $149.63 $139K - $162K
38.6K $5.06B
CGCP
Capital Group Core Plus Income

ETFs
1.5K
+ 1.22%
$22.27 - $22.95 $33.4K - $34.4K
125K $2.83B
RIO
Rio Tinto PLC

Basic Materials
199
+ 3.29%
$57.66 - $66.01 $11.5K - $13.1K
6.26K $413M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
10
+ 0.42%
$435.72 - $463.74 $4.36K - $4.64K
2.39K $1.11B
AMZN
Amazon Com Inc

Consumer Cyclical
176
+ 0.16%
$211.65 - $238.24 $37.3K - $41.9K
111K $24.4B
AFL
Aflac Inc

Financial Services
476
+ 55.67%
$98.09 - $111.7 $46.7K - $53.2K
1.33K $149M
ARMK
Aramark

Industrials
1.52K
+ 3892.31%
$37.46 - $44.15 $56.9K - $67K
1.56K $59.8M
FFIV
F5, Inc.

Technology
127
+ 22.56%
$290.76 - $334.59 $36.9K - $42.5K
690 $223M
Ge Healthcare Technologies Inc Common Stock
732
+ 34.35%
N/A
2.86K $215M
SYF
Synchrony Financial

Financial Services
755
+ 96.92%
$67.53 - $76.86 $51K - $58K
1.53K $109M
HWM
Howmet Aerospace Inc.

Industrials
244
+ 27.29%
$171.0 - $196.23 $41.7K - $47.9K
1.14K $223M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.03K
+ 15.87%
$42.43 - $45.05 $43.9K - $46.6K
7.55K $332M
ALE
Allete Inc

Utilities
835
+ 1043.75%
$62.45 - $66.45 $52.1K - $55.5K
915 $60.8M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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